Janus Henderson Opportunistic Alpha Managed Account Q3 2025 Commentary

Janus Henderson Investors 3.61K Follower s Follow 5 Share Save Play ( 7min ) Comments Summary The Portfolio returned 6.77% (gross) and the S&P 500® Index returned 8.12%. U.S. shares rose on positive corporate earnings news and hopes for Federal Reserve (Fed) rate cuts. Oracle reported strong second-quarter results and exceptional forward guidance, especially for its Oracle Cloud Infrastructure business. The Fed has started cutting rates, which could lead to a broadening in economic growth that may benefit a wider range of companies. Our portfolio aims to provide diversified equity exposure distinct from the broader market. Sumedha Lakmal/iStock via Getty Images At a glance Performance The Portfolio returned 6.77% (gross) and the S&P 500® Index ( SP500 ) returned 8.12%. Contributors/detractors Stock selection in the consumer discretionary sector detracted from relative performance, while stock selection in the healthcare This article was written by Janus Henderson Investors 3.61K Follower s Follow Janus Henderson Investors exists to help clients achieve their long-term financial goals. Formed in 2017 from the merger between Janus Capital Group and Henderson Global Investors, we are committed to adding value through active management. For us, active is more than our investment approach – it is the way we translate ideas into action, how we communicate our views and the partnerships we build in order to create the best outcomes for clients. While our investment managers have the flexibility to follow approaches best suited to their areas of expertise, overall our people come together as a team. This is reflected in our Knowledge. Shared ethos, which informs the dialogue across the business and drives our commitment to empowering clients to make better investment and business decisions.www.janushenderson.com

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